Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Sewickley, PA
Every SEC-registered financial advisor at a firm office in Sewickley who lists the Chartered Financial Consultant designation, A to Z.
6 ChFC holders work in Sewickley; the most are at Osaic Wealth, Inc. (3). 4 are also registered broker representatives.
ChFC advisors in Sewickley, A to Z
Every advisor in Sewickley →- John T. DaleyOsaic Wealth, Inc. · Chartered Financial Consultant
- Douglas E. KnableOsaic Wealth, Inc. · Chartered Financial Consultant
- Ralph L. Linarelli Jr.Osaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Martin J. MancusoLPL Financial LLC · Chartered Financial Consultant
- Paul Mehno Jr.Fragasso Wealth Advisors · Chartered Financial Consultant
- Paul R. Pigman Jr.First Manhattan Co. LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Sewickley
Osaic Wealth, Inc. 3First Manhattan Co. LLC 1Fragasso Wealth Advisors 1LPL Financial LLC 1
ChFC advisors in other Pennsylvania cities
All of Pennsylvania →Pittsburgh 42Newtown Square 36Allentown 23Lancaster 20Philadelphia 20Berwyn 18Conshohocken 17Wayne 17West Chester 14Doylestown 13Newtown 13Fort Washington 12Horsham 12King Of Prussia 12Bethlehem 11Malvern 9Radnor 9Camp Hill 8Center Valley 8State College 8York 8Bala Cynwyd 7Canonsburg 7Exton 7
Questions
How many ChFC financial advisors are in Sewickley, PA?
6 SEC-registered investment adviser representatives at firm offices in Sewickley, Pennsylvania list the ChFC designation; Osaic Wealth, Inc. employs the most of them (3).
What is a ChFC?
ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.
How do I check a ChFC in Sewickley?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the ChFC itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.